See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,436 | $112,729-3.8% | $98,716+9.8% | $137,256-21.0% |
| Participation rate | 53.8% | 74.2%-20.4pp | 69.3%-15.4pp | 80.0%-26.1pp |
| Annual return | 10.41% | 38.48%-28.1pp | 31.81%-21.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $875 | $2,725-67.9% | $2,279-61.6% | $4,156-79.0% |
| Participant deferral / active EE | $3,499 | $4,640-24.6% | $4,048-13.6% | $6,407-45.4% |
| Admin fee / account holder | $62,081 | $10,129+512.9% | $8,703+613.3% | $12,270+406.0% |